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Join nowI am trying to run a report by tag but the memo/Description is not appearing even though I have ticked it in the settings. I have also cleared my cache but still no luck
Solved! Go to Solution.
I'm here to help you out with your concern, @KirstyP.
As an insight, you'll need to group your tags first so you can run tag-specific reports. Otherwise, you can you can only search for individual transactions with ungrouped tags.
Here is the step-by-step guide:
Then, create new tags and tag transactions to create the tag and tags form. Here's how:
Once done, you can now run reports for the tag group. Here's how:
For more insights, check out this article with a quick video tutorial as a visual guide on how it is done: Tag transactions in QuickBooks Online.
You can also customize your report and may also memorize it so you can use the selections you've chosen in the future.
I'll be here to help you some more if you need further assistance with tag reports. Have a great day ahead.
I'm here to help you out with your concern, @KirstyP.
As an insight, you'll need to group your tags first so you can run tag-specific reports. Otherwise, you can you can only search for individual transactions with ungrouped tags.
Here is the step-by-step guide:
Then, create new tags and tag transactions to create the tag and tags form. Here's how:
Once done, you can now run reports for the tag group. Here's how:
For more insights, check out this article with a quick video tutorial as a visual guide on how it is done: Tag transactions in QuickBooks Online.
You can also customize your report and may also memorize it so you can use the selections you've chosen in the future.
I'll be here to help you some more if you need further assistance with tag reports. Have a great day ahead.
Hi
Thanks but none of that is the problem. The issue is that the memo/description field is blank and I cannot get it to populate. I really need the description to show on the report - I have ticked the memo box in settings and refreshed / re run the report but the description still does no show
Joining the thread to add more details about the report, KirstyP.
Can you also tell us if the data that you want to show is written in the Memo or in the Description field? Please take note that the Transaction List by Tag or Group reports will only show details that are placed inside the Memo field.
If they are written in the Description, you will need to copy and paste them in the Memo field so they will show in the report.
Let me also share these articles about running reports in case you might need them in your future tasks:
Let me know if you have follow-up questions.
Ahh - ok. Thanks for that. I havel copied the descriptions into the memo field and it worked. Thanks for the help
Having both the Memo and Description field filled out usually works for me and the memo text shows up on a report. However, there are some instances where it does not work although everything is filled out correctly. Maybe a bug? Would appreciate additional exploration by the QB team.
Hi @cmini,
I'd love to assist you further with this issue about your reports in QuickBooks Online (QBO).
There are a few things I need to know about this situation:
At this time, what I can suggest is for you to open your browser's private window. This isolates cache, which is the common cause of unusual behaviors in browsers.
If that works, go back to your regular browser and clear its cache. Otherwise, open an alternate browser that's available for you.
You also have the option to contact our Technical Support team for assistance. They can investigate the issue you stated above, and then provide a resolution for you.
See this article for the steps: QuickBooks Online Support. Please take note of their support hours, so you know when they're available.
Tag me in a post below if you have other questions about reports in your QBO company. I'll be around to help you out.
If they are written in the Description, you will need to copy and paste them in the Memo field so they will show in the report.
Is there a way without copy and paste to get a description to show up in both fields?
I’ve got some information for you, Kelly.
At the moment, the only way to get the description details to show up in the Memo field is through copying and pasting them.
I recognize how convenient it is for users to have this functionality. You can use the Feedback option within your QuickBooks Online company file to send this idea. This way, our management and engineering teams could take action to help improve your experience and make the program better.
Here’s how:
You can track feature requests through the QuickBooks Online Feature Requests website.
If you need resources, video tutorials, and tips to manage your company, feel free to visit our Support page.
Please don't hesitate to add a comment below if you have any other questions or concerns about QuickBook's features. The Community team will always be here to help. Have a great day ahead!
This is a very old issue and I am glad to see this here.
As advised, I have also provided feedback using the Gear, hope they can resolve it soon.
Thank you!
This gives me total but not detail. I used to get detail - which is the reason I started using tags in the first place
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